Jonathan Campbell Hatfield

Current Employers

Employment History

• 05/2008 → 07/2020
  J.P. Morgan Securities Inc
  Chicago, IL
• 07/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI
• 08/2020 → Present
  Bank Of America, N.A.
  Grand Rapids, MI

Other Businesses

I*: 1996274 Entity Type: Name of OBA: CASCADE LAKES POINTE CONDOMINIUM ASSOCIATION Address: Grand Rapids, MI Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/01/2024 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: The association is responsible for the management, maintenance, operation and administration of the General Common Elements of the Cascade Lakes Pointe condominium association (where I own a home and live). As president, I would be responsible for presiding over all association meetings of the board of directors and generally leading the board. I will not be taking a treasurer role and will not have signing authority on the association's bank account. The neighborhood has 14 homes. The common area is limited to two private streets to access homes, 5 street lamps, and a small section of landscaping around a cul-de-sac. The board is responsible for setting a budget, collecting association dues, and then hiring various services to maintain the common space. That is commonly a plowing service in the winter, landscaping in the spring, and occasionally an electrical company to maintain the street lamps.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-03
• S63 Uniform Securities Agent State Law Examination
  2009-10-23

Other Names

• Jonathan C Hatfield
• Jonathan C Hatfield
• Jonathan Campbell Hatfield